BLUE BARN WEALTH - Financial Advisor in Utah, Orem

Tel: (801) 466-4101 370 West Center Street Orem, Utah 84057

About BLUE BARN WEALTH

BLUE BARN WEALTH is a Orem, Utah based financial advisory firm with nearly $431,416,544 in assets under management and provides investment advisory services for 765 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

107202

Firm SEC#:

801-118602

Assets Under Management:

$431,416,544

No. of Clients:

765

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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